Paraplanner: Technical Research & Adviser Support (CPD & Study)

RecruitUK; Sheffield; On-site; GBP 31,500 - 38,500; Full time

Benefits offered by this job

Salary negotiable up to £35,000

Study library for CPD

Health care

Ongoing study and exam support

Job summary

An Independent Financial Advice practice in Sheffield is seeking a skilled Paraplanner. Your role will include providing technical research and support to Financial Advisers, alongside occasional client interaction. The ideal candidate will possess a Level 4 Diploma or be working toward it, with excellent organisational and report writing capabilities. This position offers a negotiable salary up to £35,000, along with additional benefits such as a study library, health care, and ongoing support for professional development.

Qualifications

• Must hold or be working towards a Level 4 Diploma.
• Excellent organisational capabilities are essential.
• Strong report writing skills required.

Responsibilities

• Conduct technical research for Financial Advisers.
• Provide support to Financial Advisers with client contact as needed.

Skills

Organisational skills

Report writing skills

Education

Level 4 Diploma or working toward

Job description

An Independent Financial Advice practice in Sheffield is seeking a skilled Paraplanner. Your role will include providing technical research and support to Financial Advisers, alongside occasional client interaction. The ideal candidate will possess a Level 4 Diploma or be working toward it, with excellent organisational and report writing capabilities. This position offers a negotiable salary up to £35,000, along with additional benefits such as a study library, health care, and ongoing support for professional development.